The matching action can include more than one statement row and more than one recorded row, provided each selected set is eligible and the signed totals agree exactly. Use this for a supported grouped relationship, not to hide an unexplained difference.
- Identify the records that belong to the same underlying activity.
- Select the corresponding statement and recorded rows in Manage reconciliation.
- Compare totals and inspect every selected member before choosing Match selected activity.
Keep the group explainable
A collection of unrelated payments may happen to equal another amount. Matching that collection would make later review harder even if the arithmetic passes. Supporting references and descriptions should explain why the group belongs together.
Selections can span pages, so use the selected count and total to remember the full scope. The workflow supports up to 100 distinct rows in each selection. If the relationship is too complex to verify confidently, break the review into supported groups or obtain the missing evidence. After saving, inspect the resulting statuses and any remaining unmatched rows. Do not assume that completing one grouped match resolves the entire statement window or proves the opening and ending balances are correct.
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